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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1101
Valley National Advisers
Pennsylvania
$40.5K +$21.6K +67 +122%
CFM
1102
Cornerstone Financial Management
Massachusetts
$39.8K +$4.52K +14 +13%
C
1103
Covestor
United Kingdom
$38K +$2.58K +8 +8%
BCM
1104
Boreal Capital Management
Florida
$36.8K -$32.3K -100 -47%
SMBT
1105
Southern Michigan Bank & Trust
Michigan
$35.8K – – –
MWPCG
1106
Measured Wealth Private Client Group
New Hampshire
$34.2K – – –
MWA
1107
Medallion Wealth Advisors
Connecticut
$33.2K – – –
TFGT
1108
TS Financial Group (TSFG)
Illinois
$33K +$2.26K +7 +8%
HIA
1109
Harbor Investment Advisory
Maryland
$32.8K -$22.6K -70 -41%
JGCM
1110
Joseph Group Capital Management
Ohio
$32.8K +$12.3K +38 +62%
TFA
1111
Transamerica Financial Advisors
Florida
$32.2K -$2.26K -7 -7%
MWM
1112
Mascoma Wealth Management
New Hampshire
$31.2K – – –
PB
1113
Pinnacle Bancorp
Nebraska
$31.2K – – –
MEG
1114
Millstone Evans Group
Colorado
$30.5K +$645 +2 +2%
PWA
1115
Physician Wealth Advisors
Utah
$30.2K +$13.9K +43 +90%
EFMH
1116
E Fund Management (HK)
Hong Kong
$29.9K +$19.7K +61 +210%
CPG
1117
Cornerstone Planning Group
New Jersey
$29.6K +$1.94K +6 +8%
KAS
1118
Kemnay Advisory Services
New York
$29.5K +$1.61K +5 +6%
WAG
1119
Wilkerson Advisory Group
Missouri
$28.2K +$10.6K +33 +63%
FFA
1120
Frazier Financial Advisors
Ohio
$26.9K -$11.9K -37 -31%
FFO
1121
Fortitude Family Office
Arizona
$26.9K +$2.26K +7 +9%
RA
1122
Rational Advisors
New York
$26.5K +$2.58K +8 +11%
APFP
1123
Action Point Financial Planning
Michigan
$26.5K +$27.7K +86 New
EI
1124
EFG International
$26.2K +$9.03K +28 +55%
UOTTAIMCU
1125
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.2K – – –
43 44
45
46 47